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AOA 054: Getting Started on Your Money-Smart Journey Matters More Than Getting It Right - Featuring Jessica Willis
Manage episode 350203938 series 3052524
Are you worried about the quality of your family's money-smart journey?
My latest Art of Allowance Podcast guest, Jessica Willis, is here to push you past your perfectionism paralysis! Jessica founded and currently serves as the CEO of Pocketnest, a financial wellness platform designed by and for Gen Xers and Millennials.
A self-proclaimed finance wizard, Jessica has spent 20 years in the investment and finance industries. She is both a Certified Financial Planner (CFPⓇ) and a Certified Private Wealth Advisor (CPWAⓇ) with lots of client experience, having co-managed portfolios of all shapes and sizes. Jessica also received an MBA from Loyola University Chicago's Quinlan School of Business and an undergraduate degree from the University of Michigan.
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AOA 054: Getting Started on Your Money-Smart Journey Matters More Than Getting It Right - Featuring Jessica Willis
The Art of Allowance Podcast | Parenting | Families | Money Smarts | Financial Literacy
Manage episode 350203938 series 3052524
Are you worried about the quality of your family's money-smart journey?
My latest Art of Allowance Podcast guest, Jessica Willis, is here to push you past your perfectionism paralysis! Jessica founded and currently serves as the CEO of Pocketnest, a financial wellness platform designed by and for Gen Xers and Millennials.
A self-proclaimed finance wizard, Jessica has spent 20 years in the investment and finance industries. She is both a Certified Financial Planner (CFPⓇ) and a Certified Private Wealth Advisor (CPWAⓇ) with lots of client experience, having co-managed portfolios of all shapes and sizes. Jessica also received an MBA from Loyola University Chicago's Quinlan School of Business and an undergraduate degree from the University of Michigan.
73 حلقات
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